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AI data center debt financing

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 5, 2024 by David Cahn · across every show →

Everything said about AI data center debt financing, oldest first

Aug 5, 2024
Prediction Held up
David Cahn: AI Data Center Debt Yield Spreads Will Compress
“So I think prices will get bit like the spread between the risk-free You know, return and the sort of risk adjusted return will compress, which just means that it's going to be less of a good deal as more people do it.”
David Cahn Aug 5, 2024 ▶ 45:28 David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
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